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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
W
1951
WorthPointe
California
$346K -$85.5K -375 -19%
FWA
1952
Flagship Wealth Advisors
Massachusetts
$346K +$357K +1,565 New
AEPWM
1953
Atlantic Edge Private Wealth Management
Florida
$345K – – –
GCM
1954
Greenland Capital Management
New York
$344K +$355K +1,557 New
TWA
1955
TCI Wealth Advisors
Arizona
$343K +$23K +101 +7%
BOSSRA
1956
B.O.S.S. Retirement Advisors
Utah
$342K +$353K +1,550 New
NFG
1957
Northeast Financial Group
Pennsylvania
$341K +$103K +452 +41%
BMM
1958
Buffington Mohr McNeal
Idaho
$341K -$9.35K -41 -3%
WTFG
1959
Wood Tarver Financial Group
Idaho
$340K +$351K +1,539 New
GWA
1960
Genesis Wealth Advisors
Massachusetts
$339K +$350K +1,536 New
IWS
1961
Insight Wealth Strategies
California
$337K +$912 +4 +0.3%
CWMGO
1962
Capstone Wealth Management Group (Oregon)
Oregon
$335K +$345K +1,515 New
NPA
1963
Nichols & Pratt Advisers
Massachusetts
$334K -$109K -478 -24%
AWA
1964
Acorn Wealth Advisors
Michigan
$333K -$28.7K -126 -8%
SPC
1965
Spirepoint Private Client
Florida
$333K +$343K +1,505 New
BIM
1966
Breakwater Investment Management
Washington
$332K – – –
WA
1967
Wambolt & Associates
Colorado
$332K +$342K +1,502 New
SFO
1968
Stokes Family Office
Louisiana
$332K +$456 +2 +0.1%
AWAG
1969
ARS Wealth Advisors Group
Florida
$332K +$228 +1 +0.1%
NRI
1970
NFP Retirement Inc
California
$331K +$11.4K +50 +3%
MFGM
1971
Marshall Financial Group (Maryland)
Maryland
$331K – – –
1WA
1972
180 Wealth Advisors
Washington
$331K +$2.05K +9 +0.6%
OFS
1973
OneAscent Financial Services
Alabama
$331K +$342K +1,498 New
RPCONE
1974
Retirement Planning Company of New England
Rhode Island
$330K -$2.28K -10 -0.7%
SCP
1975
Sandhill Capital Partners
New York
$330K +$110K +481 +48%
77 78
79
80 81